# Electronic Records and Information Management

> Manage digital records securely and in line with archives legislation, POPIA and audit requirements.

- **Provider:** Afriskora Training Solutions
- **Category:** Data, AI & Digital Skills
- **Duration:** 5 days
- **Formats:** classroom (cities across Africa), live virtual (Zoom/Teams), in-house for teams
- **Certificate:** Afriskora Certificate of Completion, verifiable online
- **Booking:** request dates and a quote; invoice and EFT payment
- **Web page:** https://afriskora.co.za/courses/data-ai-digital/electronic-records-and-information-management
- **Request dates:** https://afriskora.co.za/request-training?course=electronic-records-and-information-management

## Overview

As organisations go paperless, records still need to be authentic, findable and kept for the right period. This course covers records management principles, file plans, retention schedules, electronic document and records management systems, digital preservation and compliance with archives and privacy legislation.

## Who should attend

- Records managers and registry staff
- Information and knowledge managers
- Administrators and compliance officers
- ICT staff supporting document systems

## Learning outcomes

- Apply records management principles to digital records
- Design file plans and retention schedules
- Select and implement EDRMS solutions
- Preserve digital records over time
- Comply with archives, access to information and POPIA laws

## Course outline

### Day 1: Records management principles

- Records life cycle
- Legislation and standards
- Roles and accountability
- Paper to digital

### Day 2: Classification and retention

- File plans
- Retention and disposal
- Metadata
- Email management

### Day 3: Electronic systems

- EDRMS functions
- Selecting a system
- Workflow and access control
- Scanning and digitisation

### Day 4: Preservation and security

- Digital preservation
- Backups and disaster recovery
- Information security
- Audit trails

### Day 5: Compliance

- Access to information requests
- POPIA obligations
- Audits and inspections
- Implementation plan